AgencyZoom + Cognito Forms

Create personal leads in AgencyZoom from new entries in Cognito Forms

Effortlessly streamline your lead management process with this workflow that connects Cognito Forms and AgencyZoom. When a new entry is added in Cognito Forms, a personal lead will be created in AgencyZoom, helping you to effectively track and manage your leads. Save time and stay organized by automating this crucial step in your lead nurturing process.

When this happens...
New Entry
Triggers when someone fills out your form.
TriggerInstant
automatically do this!
Create Personal Lead
Triggers when a new Lead is added.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- FormRequired
Trigger
Instant
Try It
- FormRequired
Trigger
Instant
Try It
- FormRequired
- IdRequired
Action
Write
- FormRequired
- Availability Start
- Availability End
- Not Available Message
Action
Write
- FormRequired
- Entry IdRequired
- Template NumberRequired
Action
Search

Lead Created
Triggers when a new Lead is added.
Trigger
Instant
Try It
New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
Try It

- Business NameRequired
- Contact Name
Action
Write
- LeadRequired
Action
Write
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write

- FormRequired
Trigger
Instant
Try It
- FormRequired
Action
Write
- IdRequired
- FormRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- FormRequired
- IdRequired
Action
Search
Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It
- TitleRequired
- Lead contact emailRequired
- Activity noteRequired
Action
Write
- NameRequired
Action
Write
- Customer NameRequired
- Customer Email AddressRequired
- Policy Number
- SummeryRequired
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- Customer Service Representative
- CSR Assignment Group
- Due after daysRequired
- Tag
- DescriptionRequired
Action
Write
- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

Learn more